The Confidence Effect

In this podcast, Tony Greer and Jared Dillian are joined by Josh Young to discuss oil supply disruptions, energy stocks, geopolitical risks, and investment opportunities in the global energy market.------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/

TG Macro Conference is BACK; book your slots now - ⁠https://tgmacro.com/conference/⁠

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

In this podcast, Tony and Jared discuss bonds, Treasury issuance, oil, gold, the dollar, AI valuations, market rotations, the dot-com bubble, natural resources, and the Yankees.------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Chris Irons discuss bonds, oil, gold, technology, wealth concentration, government bailouts, Elon Musk, Silicon Valley Bank, and the risks shaping today’s markets.-------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠-------------------------------------Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared are joined by Jeff Weniger to discuss bonds, inflation, oil, gold, Bitcoin, technology, AI, market extremes, and the shifting macro landscape.-------------------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠-------------------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/Subscribe to the DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/

In this podcast, Tony and Jared discuss bonds, oil, gold, technology, AI, trading risk, market volatility, and the challenges of navigating a difficult macro environment.------------------------------------------------Subscribe to the Macro Dirt DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/

In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher education, parenting, and life beyond Wall Street.-------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/